Gmail + Streak + Google Sheets

Look up Google Sheet rows, then find and edit boxes in Streak from new Gmail threads

Manually searching for customer data and updating your Streak boxes can be a thing of the past with Zapier! With this Zap, when new threads start in Gmail, Zapier will automatically find the matching customer in Google Sheets and then find and update their box in Streak.

Manually searching for customer data and updating your Streak boxes can be a thing of the past with Zapier! With this Zap, when new threads start in Gmail, Zapier will automatically find the matching customer in Google Sheets and then find and update their box in Streak.

  1. When this happens...
    GmailGmail
    New Thread

    Triggers when a new thread starts.

    TriggerScheduled
  2. automatically do this...
    Google SheetsGoogle Sheets
    Lookup Spreadsheet Row

    Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.

    ActionSearch
  3. then do this...
    StreakStreak
    Find a Box

    Find a box by name, key, or fuzzy query.

    ActionSearch
  4. then do this!
    StreakStreak
    Edit Box

    Edit fields, stage, assigned to, name and notes on an existing box.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Label or mailbox

    • Search keywords

    Trigger
    Scheduled
    Try It
    • Label or mailboxRequired

    Trigger
    Scheduled
    Try It
    • Search keywordsRequired

    Trigger
    Scheduled
    Try It
    • Label/Mailbox

    Trigger
    Scheduled
    Try It